Managers / Q2 2024 · view latest →
Certified Advisory Corp
CIK 0001731732 · 1111 DOUGLAS AVENUE, ALTAMONTE SPRINGS, FL, 32714 · 4078699800
Reported Value
$797M
Q2 2024
Positions
288
Filings on Record
29
2019–present window
Filed
Aug 13, 2024
original filing
Summary
Certified Advisory Corp reported $797M in U.S.-listed holdings across 288 positions for Q2 2024.
Its largest position, VUG, represents 4.6% of the portfolio.
Compared with Q1 2024, the fund opened 30 new positions and exited 8.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
Composition data arrives with ticker enrichment.
Quarter-over-Quarter Changes full breakdown →
Holdings — Q2 2024
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q1 2026 | $1.1B | 318 | Apr 17, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q4 2025 | $1.1B | 317 | Jan 12, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q3 2025 | $1.1B | 315 | Nov 13, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q2 2025 | $962M | 303 | Aug 14, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q1 2025 | $883M | 295 | May 8, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q4 2024 | $921M | 297 | Jan 15, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q3 2024 | $903M | 297 | Nov 12, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q2 2024 | $797M | 288 | Aug 13, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q1 2024 | $717M | 266 | May 10, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q4 2023 | $659M | 264 | Feb 9, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q3 2023 | $544M | 343 | Nov 13, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q2 2023 | $544M | 310 | Aug 14, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q1 2023 | $563M | 333 | May 17, 2023 | RESTATEMENT | changes · EDGAR ↗ |
| Q4 2022 | $506.0B | 263 | Feb 15, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q3 2022 | $438M | 242 | Nov 14, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q2 2022 | $449M | 266 | Aug 15, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q1 2022 | $471M | 305 | May 13, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q4 2021 | $453M | 246 | Feb 14, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q3 2021 | $412M | 273 | Nov 15, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q2 2021 | $398M | 235 | Aug 16, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q1 2021 | $386M | 862 | May 10, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q2 2020 | $302M | 843 | Jul 27, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q1 2020 | $253M | 860 | Apr 27, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q4 2019 | $313M | 892 | Jan 29, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q3 2019 | $288M | 862 | Nov 12, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q2 2019 | $269M | 870 | Aug 7, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q1 2019 | $238M | 809 | May 7, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q4 2018 | $193M | 815 | Feb 4, 2019 | 13F-HR | changes · EDGAR ↗ |
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.